You don’t need in-depth market knowledge to become an investor.
With our managed Traditional, Roth, and SEP IRAs, we’ll build a portfolio to help
you grow your savings—with no minimums or SoFi management fees.
Not sure where to begin? No problem. Whether you’re just getting started or want to roll over another account, we can help develop a plan that works for you.
When we build a portfolio for you, we allocate your money across a range of investments— including a mix of stocks and bonds.
Speak with one of our financial planners to get a clear understanding of your current financial situation—and set up a strategy for moving forward.
Prefer to take an active role with your retirement accounts? Beginning within the next few months,
we’ll be offering traditional and Roth IRAs that you can manage yourself.